Core Insights - U.S. stocks experienced a decline, with the Dow Jones index dropping over 400 points on Thursday [1] - Datadog, Inc. reported strong third-quarter financial results, exceeding expectations, and raised its guidance for the fourth quarter and FY25 [1][2] Datadog, Inc. - Datadog's quarterly earnings were 55 cents per share, surpassing the analyst consensus estimate of 46 cents per share [2] - The company reported quarterly sales of $885.651 million, exceeding the analyst consensus estimate of $852.781 million [2] - Following the earnings report, Datadog shares surged 20% to $186.13 [2] Other Notable Stocks - Forge Global Holdings, Inc. shares increased by 67.6% to $43.80 after an acquisition agreement with Charles Schwab [4] - Golden Entertainment, Inc. gained 40% to $29.77 following an acquisition announcement at $30 per share [4] - Stagwell Inc. surged 38.2% to $6.65 after reporting better-than-expected third-quarter results and issuing FY25 sales guidance above estimates [4] - SiTime Corporation rose 37.5% to $383.00 after reporting strong quarterly results and receiving a price target increase from Needham [4] - Fastly, Inc. gained 28.3% to $10.35 after raising its full-year earnings and sales guidance [4] - Brighthouse Financial, Inc. increased by 27.3% to $65.94 following an acquisition agreement at $70 per share [4] - Hecla Mining Company rose 26.7% to $15.35 after reporting better-than-expected quarterly results [4] - Haemonetics Corporation gained 24% to $62.87 following positive quarterly results [4] - Forward Air Corporation jumped 23% to $21.75 after third-quarter results [4] - Warrior Met Coal, Inc. gained 21.3% to $80.10 after beating third-quarter earnings and revenue estimates, with a price target increase from BMO Capital [4] - Penumbra, Inc. jumped 20% to $270.56 after reporting strong quarterly results and raising FY25 sales guidance [4] - Coherent Corp. gained 14.3% to $153.84 after better-than-expected first-quarter results and issuing second-quarter sales guidance above estimates [4] - Planet Fitness, Inc. rose 11.4% to $102.16 after beating third-quarter earnings and revenue estimates [4] - Air Products and Chemicals, Inc. gained 10% to $261.19 after reporting better-than-expected quarterly adjusted EPS results and issuing FY26 adjusted EPS guidance above estimates [4] - Snap Inc. rose 10% to $8.03 after reporting better-than-expected third-quarter results [4] - WW International, Inc. gained 9% to $36.19 following third-quarter results [4]

Core Insights - Palantir Technologies Inc. and Stagwell have formed a partnership to create an AI-driven marketing platform aimed at enhancing marketing ROI for corporate marketers [1][2][5] Company Overview - Palantir's Foundry will be integrated with Code and Theory's software and The Marketing Cloud's data solutions to develop advanced marketing tools [2] - Stagwell is a marketing holding company focused on transforming marketing through technology and creativity [6] Product Features - The new platform will serve as a central hub for marketing, enabling audience alignment optimization and campaign management [3] - It allows enterprises to analyze millions of records to better understand audiences and improve brand performance strategies [4] - The platform will be available as a standalone solution for companies to monitor and enhance their marketing efforts [4] Market Impact - The partnership is expected to generate significant revenue, potentially reaching hundreds of millions of dollars over the coming years [5]

Core Insights - Stagwell Inc. (NASDAQ:STGW) is identified as one of the best stocks under $5 with significant upside potential, with a Buy rating and a price target of $9 set by Rosenblatt Securities analyst Barton Crockett [1][2] Company Overview - Stagwell Inc. is a global marketing company that specializes in performance media and data, digital transformation, creativity and communications, and consumer insights and strategy [4] - The Brand Performance Network segment includes creative media consulting and business-to-business marketing capabilities, while the Communications Network focuses on strategic corporate communications, advocacy, public relations, investor relations, and online fundraising services [4] Product Launch - On October 21, Stagwell announced the public launch of Agent Cloud, a secure and unified platform designed to simplify access to leading AI tools and marketing assistants [2] - Agent Cloud provides agencies and brands with instant access to top multimodal LLMs and image/video tools, streamlining the process by eliminating the need for multiple subscriptions [3]

Core Insights - President Donald Trump's job approval rating remains steady at 46%, with higher approval for handling crime (50%) and immigration (49%), but lower for inflation (40%) and trade policy (40%) [2][6] - Congressional approval has dropped to 32%, a decrease of 5 percentage points from the previous month [6] - A significant majority of voters (70%) oppose a government shutdown, with 53% blaming Republicans for the situation [5][11] Economic Outlook - 65% of voters believe inflation is above 3%, with 56% feeling the economy is shrinking [4][6] - 40% of voters think the country is on the right track, stable from last month, while 34% feel their personal financial situation is improving [6] - 43% of voters identify inflation as their most pressing personal issue, a decrease of 4 percentage points [6] Political Climate - 75% of voters believe current political rhetoric is too extreme, contributing to political violence [7][11] - 56% of voters think that leadership focused on unity could help bring the country together [11] - 58% of voters feel Trump's rhetoric is too extreme, with similar sentiments towards leading politicians from both parties [11] Public Sentiment on Policies - 78% of voters prefer free enterprise over socialism, with a notable majority across various demographics [10] - 71% support the destruction of boats carrying drugs from South America [9] - 56% of voters support Trump's Gaza peace plan, with 70% backing it after learning of support from major Arab governments [13][16] Views on the American Dream - 38% of voters believe they will never achieve the American Dream, while 34% think they will eventually live it [16] - 71% of voters prioritize having a family over economic success, with 78% expressing a desire to have children [16]

Company Overview - Stagwell Inc. (NASDAQ:STGW) is recognized as a promising small-cap AI stock, attracting interest from hedge funds [1] - The company specializes in digital transformation, performance media, data, consumer insights & strategy, and creativity & communications services both domestically and internationally [4] Recent Developments - On September 9, Stagwell appointed Meredith Aronson as Vice President of Corporate Affairs, aiming to enhance its Corporate Affairs practice [1] - Aronson will focus on developing integrated communications and reputation strategies for clients across various industries and will contribute to the network's thought leadership in reputation management [2] Leadership Background - Meredith Aronson brings over 14 years of experience from corporate, nonprofit, and government sectors, including senior roles at JPMorganChase where she worked on brand and marketing initiatives [3] - Her previous experience includes serving in the Obama administration, where she was involved in public-private partnerships and initiatives like Michelle Obama's Let's Move! campaign [3]

Group 1 - Stagwell Inc. and Żabka Polska have launched a joint venture called "In-Pulse," aimed at providing consumer insights and engagement tools tailored for the Polish market [1][3] - Żabka Polska operates over 11,600 convenience store locations in Poland, handling approximately 4.1 million transactions daily and serving over 10 million users through its Żappka app [2] - The In-Pulse tool offers a comprehensive five-step solution that includes data collection and analysis, customer engagement via the app, product testing, targeted marketing development, and effectiveness evaluation using predictive analytics [3] Group 2 - Stagwell Inc. specializes in digital transformation, performance media, data, consumer insights, strategy, and creative communications services across the US, UK, and internationally [4]

Core Viewpoint - National CineMedia (NCMI) is expected to report a year-over-year decline in earnings despite higher revenues for the quarter ended June 2025, with a consensus outlook indicating a loss of $0.10 per share, reflecting an 11.1% decrease from the previous year, while revenues are projected to be $56.37 million, up 3.1% year-over-year [1][3]. Earnings Expectations - The upcoming earnings report is anticipated to be released on August 5, and the stock price may increase if the actual results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 13.33% higher in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative Earnings ESP reading indicates the likely deviation of actual earnings from the consensus estimate, with a positive reading being a strong predictor of an earnings beat [8][10]. - For National CineMedia, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -5.00%, combined with a Zacks Rank of 5, making it difficult to predict an earnings beat [12]. Historical Performance - In the last reported quarter, National CineMedia was expected to post a loss of $0.20 per share but actually reported a loss of $0.24, resulting in a surprise of -20.00% [13]. - Over the last four quarters, the company has only beaten consensus EPS estimates once [14]. Industry Comparison - Stagwell (STGW), another player in the advertising and marketing industry, is expected to report earnings per share of $0.18 for the same quarter, reflecting a year-over-year increase of 28.6%, with revenues projected at $697.25 million, up 3.9% [18][19]. - Stagwell's consensus EPS estimate has remained unchanged over the last 30 days, but it has an Earnings ESP of -14.29%, indicating challenges in predicting an earnings beat [20].

Core Insights - ONAR Holding Corporation has appointed Scott Kauffman as Chairman of its Board of Directors, indicating a strategic shift towards accelerated growth and a focus on mergers and acquisitions [1][4] - Kauffman has extensive experience in marketing and digital innovation, having previously led MDC Partners through a transformative merger that created a $3 billion global marketing entity [2][3] Company Strategy - The appointment of Kauffman is seen as a pivotal moment for ONAR, as his leadership is expected to enhance the company's growth trajectory and reinforce its commitment to becoming a leading marketing technology platform for mid-market companies [3][4] - ONAR aims to expand both organically and through acquisitions, enhancing its integrated marketing technology stack and global client portfolio [4] Company Overview - ONAR is a marketing technology company that provides a range of digital marketing services, focusing on performance marketing and healthcare marketing for middle-market and growth-stage companies [5] - The company is actively seeking to acquire agencies to expand its network and has a technology incubator, ONAR Labs, dedicated to developing innovative marketing technology solutions [5]

45% OF VOTERS SAY INFLATION AND AFFORDABILITY IS THE MOST IMPORTANT ISSUE TO THEM PERSONALLY, UP 6 POINTS FROM JUNE 69% OF VOTERS SAY BIDEN'S OPEN BORDER WAS A DELIBERATE POLICY 80% OF VOTERS SUPPORT THE U.S. TAKING ALL ACTIONS NECESSARY TO PREVENT IRAN FROM OBTAINING A NUCLEAR WEAPON NEW YORK and CAMBRIDGE, Mass., July 14, 2025 /PRNewswire/ -- Stagwell (NASDAQ: STGW) today released the results of the July Harvard CAPS / Harris poll, a monthly collaboration between the Center for American Political Studies ...

Core Insights - Stagwell has launched the Stagwell Media Platform (SMP), a centralized team aimed at enhancing client advantages through optimized media, technology, and data solutions [1][2][3] - Matt Adams has been appointed as Global CEO of SMP, while Marissa Jimenez will serve as Global Chief Trading and Solutions Officer, effective July 14, 2025 [2][4] - The SMP aims to streamline operations across Stagwell agencies and improve efficiency and outcomes for clients by leveraging scale and technology [3][4] Company Structure and Leadership - Matt Adams will continue his role as Global Chief Operating Officer of Assembly Global while leading SMP [2] - Marissa Jimenez brings 20 years of experience from Dentsu US, where she served as EVP, Commercial, and will report to Adams [2] Strategic Objectives - The SMP is designed to enhance collaboration and efficiency across all Stagwell agencies, utilizing partnerships to optimize media and technology investments [3][4] - The platform offers a suite of solutions that aim to reposition and expand business operations in a consolidating, addressable market [5]